OBWG
Onyx Bridge Wealth Group’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Sell |
10,084
-27
| -0.3% | -$508 | 0.03% | 292 |
|
|
2025
Q1 | $193K | Buy |
10,111
+89
| +0.9% | +$1.69K | 0.03% | 270 |
|
|
2024
Q4 | $196K | Buy |
10,022
+140
| +1% | +$2.74K | 0.03% | 265 |
|
|
2024
Q3 | $205K | Sell |
9,882
-987
| -9% | -$20.5K | 0.03% | 258 |
|
|
2024
Q2 | $214K | Sell |
10,869
-1,561
| -13% | -$30.7K | 0.04% | 241 |
|
|
2024
Q1 | $241K | Sell |
12,430
-4,056
| -25% | -$78.6K | 0.04% | 220 |
|
|
2023
Q4 | $320K | Sell |
16,486
-480
| -3% | -$9.31K | 0.06% | 186 |
|
|
2023
Q3 | $319K | Buy |
16,966
+204
| +1% | +$3.84K | 0.07% | 168 |
|
|
2023
Q2 | $325K | Buy |
16,762
+183
| +1% | +$3.55K | 0.08% | 169 |
|
|
2023
Q1 | $329K | Buy |
16,579
+114
| +0.7% | +$2.26K | 0.13% | 118 |
|
|
2022
Q4 | $337K | Buy |
+16,465
| New | +$337K | 0.14% | 111 |
|